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Portfolio (Quarterly) Guide ↗

TriaGen Wealth Management LLC

· CIK 0001843848
13F Portfolio $387M AUM 176 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 18 New 31 Added 53 Reduced 25 Exited
Page 5 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OKE ONEOK INC NEW Energy 14,200.0 $1.0M 0.27% -3K -15.5% $73.50 +15.3%
82 HOOD ROBINHOOD MKTS INC Financial Services 8,785.0 $994K 0.26% $113.10 -6.3%
83 KSS KOHLS CORP Consumer Cyclical 48,007.0 $980K 0.25% +533.0 +1.1% $20.41 -14.7%
84 WDC WESTERN DIGITAL CORP Technology 5,521.0 $951K 0.25% NEW $172.27 +330.3%
85 MS MORGAN STANLEY Financial Services 5,268.0 $935K 0.24% -500.0 -8.7% $177.53 +26.5%
86 CVS CVS HEALTH CORP Healthcare 11,545.0 $916K 0.24% $79.36 +24.2%
87 CIEN CIENA CORP Technology 3,914.0 $915K 0.24% NEW $233.87 +82.6%
88 SUB ISHARES TR 8,541.0 $911K 0.24% $106.70 -0.2%
89 SPY SPDR S&P 500 ETF TR Financial Services 1,333.0 $909K 0.23% -22.0 -1.6% $681.92 +9.5%
90 FXR FIRST TR EXCHANGE TRADED FD 11,366.0 $908K 0.23% -18K -61.6% $79.87 +11.4%
91 VEA VANGUARD TAX-MANAGED FDS 14,353.0 $897K 0.23% $62.47 +15.9%
92 FALN ISHARES TR 32,255.0 $881K 0.23% $27.30 -0.4%
93 MU MICRON TECHNOLOGY INC Technology 3,053.0 $871K 0.23% NEW $285.41 +300.3%
94 JNJ JOHNSON & JOHNSON Healthcare 4,132.0 $855K 0.22% -646.0 -13.5% $206.95 +10.8%
95 DG DOLLAR GEN CORP NEW Consumer Defensive 6,315.0 $838K 0.22% $132.77 -14.5%
96 HD HOME DEPOT INC Consumer Cyclical 2,412.0 $830K 0.21% $344.10 -2.8%
97 PG PROCTER AND GAMBLE CO Consumer Defensive 5,521.0 $791K 0.20% $143.31 +5.4%
98 CALI BLACKROCK ETF TRUST II 15,166.0 $765K 0.20% +2K +15.7% $50.46 +0.0%
99 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.20% $754800.00
100 ABBV ABBVIE INC Healthcare 3,167.0 $724K 0.19% -317.0 -9.1% $228.49 -5.2%
Page 5 of 9  ·  176 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.4%
Financial Services 14.0%
Healthcare 10.2%
Consumer Cyclical 9.6%
Communication Services 7.6%
Energy 6.0%
Consumer Defensive 3.9%
Industrials 3.6%
Utilities 2.8%
Basic Materials 2.5%